Debra Pollock

Debra R. Pollock, CTFA, CFP®
Wealth Advisor

919 East Main Street

8th Floor,

Richmond, VA 23219-0005

About me

Background

I’m a Senior Vice President, Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and Certified Trust and Fiduciary Advisor (CTFA) with Truist Bank. I offer clients over 28 years of financial services industry experience, including more than 20 years focused on providing comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, risk management, trust services, credit advisory, and estate strategies. 

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Marketing
Miami University

Personal Interests

I’m a native of Wisconsin and a graduate of Miami University in Oxford, OH. I’m active in the community and a member of the Financial Planning Association. In my spare time, I enjoy traveling, reading, golfing, and learning.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

Accomplishments

Platinum Performance Excellence Award
SunTrust now Truist 2019
Platinum Performance Excellence Award
SunTrust now Truist 2016
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.